"It's not your father's firm" takes on a whole new meaning where Jason Blumer is concerned. With an understanding of the big demographic shift taking place (from Baby Boomers to Millennials), Jason set his mind to re-inventing his firm's traditional service model to one that "speaks" to the up and coming entrepreneurial niche. His goals include: smart application of technology; a new level of virtual best practices and; shifting the traditional mindset of practice management to one that is more transforming and progressive.Jason is not only dedicated to moving firms forward, but also to educating the profession at large. Standardized workflow and paperless processes have helped his firm increase efficiencies and better serve clients, and it is his goal to help other firms understand the immense value of change in these areas. As such, he has partnered with State CPA Societies and trade media to host educational webcasts on managing a next generation CPA firm. He talks about his own successes and details the methodologies behind his transformation to help CPA's envision how to implement the right technologies and best practices in their own firms.As a new age thought leader, Jason has received his fair share of media coverage for his fresh approach. He was recently named in The CPA Technology Advisors 40 Under 40; he has also contributed several articles and operates a blog that focuses on how firms can harness technology and adopt a new mind set to better serve clients and take their firms to new and exciting levels. His blog can be found at http://THRIVEal.com.
Like what you see? Make sure you're getting it all
Independent and authoritative analysis and perspective for the banking industry